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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,306 | $143,969-70.6% | $199,883-78.8% | $82,637-48.8% |
| Participation rate | 53.8% | 84.1%-30.3pp | 86.8%-32.9pp | 68.1%-14.2pp |
| Annual return | 23.59% | 25.67%-2.1pp | 43.81%-20.2pp | 53.51%-29.9pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,049 | $6,937-41.6% | $9,138-55.7% | $4,126-1.9% |
| Admin fee / account holder | $3,243 | $14,597-77.8% | $17,268-81.2% | $7,339-55.8% |